RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $420M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.52M
3
+$1.47M
4
ETP
Energy Transfer Partners L.p.
ETP
+$1.45M
5
ABT icon
Abbott
ABT
+$1.45M

Top Sells

1
+$2.02M
2
+$1.03M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$835K
5
APD icon
Air Products & Chemicals
APD
+$726K

Sector Composition

1 Healthcare 17.11%
2 Consumer Staples 15.76%
3 Industrials 11.55%
4 Energy 10.53%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.26%
4,470
-281
102
$465K 0.26%
7,360
103
$448K 0.25%
8,490
+594
104
$430K 0.24%
+44,666
105
$429K 0.24%
9,105
-585
106
$421K 0.23%
8,061
+1,572
107
$421K 0.23%
15,350
-1,100
108
$421K 0.23%
11,610
-1,260
109
$415K 0.23%
6,029
+130
110
$407K 0.22%
4,342
111
$397K 0.22%
+2,665
112
$366K 0.2%
4,245
113
$363K 0.2%
18,518
-1,120
114
$360K 0.2%
3,693
+375
115
$354K 0.2%
7,997
-1,227
116
$323K 0.18%
13,892
-1,668
117
$320K 0.18%
23,871
-39,971
118
$317K 0.18%
12,718
-2,744
119
$315K 0.17%
+5,716
120
$311K 0.17%
5,939
-762
121
$289K 0.16%
7,950
-794
122
$286K 0.16%
2,160
-1,190
123
$280K 0.15%
3,444
-98
124
$262K 0.14%
2,121
-300
125
$254K 0.14%
+10,100
2 3 4
5
6